Spdr S&p 500 Etf shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 9.8k | 523.07 |
| 2023-12-31 | $4.7M | 9.8k | 475.32 |
| 2023-09-30 | $4.2M | 9.8k | 427.46 |
| 2023-06-30 | $4.3M | 9.8k | 443.28 |
| 2023-03-31 | $3.9M | 9.6k | 409.40 |
| 2022-12-31 | $3.8M | 10k | 382.45 |
| 2022-09-30 | $4.2M | 12k | 357.21 |
| 2022-06-30 | $4.3M | 12k | 377.28 |
| 2022-03-31 | $5.3M | 12k | 451.67 |
| 2021-12-31 | $6.8M | 14k | 474.99 |
| 2021-09-30 | $5.8M | 14k | 429.13 |
| 2021-06-30 | $5.7M | 13k | 428.01 |
| 2021-03-31 | $5.2M | 13k | 396.30 |
| 2020-12-31 | $5.1M | 14k | 373.90 |